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Title: Corporate Budgeting Using Plan Sets

Plan Sets can be used in Unanet to create corporate budgets from project plans. Several recent enhancements greatly increase the power of this feature, and make it easier to manage which Plan Sets are ‘Active’, and available in project accounting reports.

  • The "Lock Plan Sets" option has been enhanced to create a new active working copy having the specified name, using the next available version number.
  • A new "Set Active Plan Set" option activates the specified Plan Set for selected projects.
  • The ability to report on Plan Sets other than the Active Plan Set was introduced on the following reports: Periodic Cost Summary, Periodic Cost Summary & Status, Periodic Cost Summary Bar & Line Chart, and Project Revenue & Funding Summary.



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